2014-11-14T12:02:51-06:00 2013-12-31 111986323 MARCUM LLP 53 STATE STREET FLOOR 38 BOSTON MA 02109 990PF 2013-01-01 046771880 NEIL & ANNA RASMUSSEN FOUNDATION NEIL 9782870422 393 ESTABROOK ROAD CONCORD MA 017425604 NEIL RASMUSSEN TRUSTEE 9782870422 2014-11-13 1 RICHELLE M MAGUIRE P00370057 6177429666 2013 2015-12-30 17:16:21Z X 49182515 X 4215921 983482 983482 7909631 46934276 7909631 13109034 8893113 0 0 0 22750 11375 11375 273716 273712 0 62294 14794 0 6645 6645 0 365405 306526 11375 1902980 1902980 2268385 306526 1914355 10840649 8586587 -4 -4 1149837 17663831 17663831 5503746 1473844 1520504 25833359 25309770 28906456 2869779 941106 1091728 0 738360 0 35356721 46126907 49182515 0 0 X 1237500 1237500 0 0 34119221 44889407 35356721 46126907 35356721 46126907 35356721 10840649 0 46197370 70463 46126907 ST CAPITAL GAIN/LOSS P 2013-12-31 8964209 8058447 905762 905762 LT CAPITAL GAIN/LOSS P 2013-12-31 33987665 28300481 5687184 5687184 28% CAPITAL GAIN/LOSS P 2013-12-31 3820372 2665717 1154655 1154655 OTHER TRANSACTIONS P 2013-12-31 29422 29422 29422 CAPITAL GAINS DIVIDENDS P 132608 132608 132608 7909631 0 1657145 39658300 0.041786 2291845 41251121 0.055558 1704443 38715252 0.044025 1973766 33745267 0.058490 1551939 38960538 0.039834 0.239693 0.047939 41449181 1987032 85866 2072898 1914355 171732 0 171732 0 171732 123630 100000 223630 X 4 51894 51894 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MARCUM LLP 6177429666 53 STATE STREET 38TH FLOOR BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NEIL AND ANNA RASMUSSEN 393 ESTABROOK RD CONCORD MA 01742 TRUSTEES 0.25 0 0 0 SUSAN W WINTER 128 NIMROD DRIVE CONCORD MA 01742 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 39328805 2751582 0 42080387 0 0 42080387 631206 41449181 2072459 2072459 171732 171732 1900727 0 1900727 0 1900727 1914355 0 1914355 0 1914355 1900727 1848003 0 0 1914355 1848003 0 0 66352 0 0 0 0 0 0 0 0 1834375 0 0 0 NEIL AND ANNA RASMUSSEN X ACADEMY OF PERFORMING ARTS PO BOX 1843 ORLEANS MA 02653 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 AMERICAN CHESTNUT FOUNDATION 469 MAIN STREET SUITE 1 PO BOX 4044 BENNINGTON VT 05201 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 BROWN UNIVERSITY BOX 1877 PROVIDENCE RI 02912 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 100000 CAPE COD MUSEUM OF NATURAL HISTORY 869 ROUTE 6A BREWSTER MA 02631 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2000 CHILDREN'S HOSPITAL CTR FOR IBD 300 LONGWOOD AVE BOSTON MA 02115 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 300000 CONCORD ACADEMY 166 MAIN ST CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 80000 CONCORD FREE PUBLIC LIBRARY 129 MAIN STREET CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 CONCORD LAND CONSERVATION TRUST PO BOX 141 CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 CONCORD MUSEUM 200 LEXINGTON RD CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 95280 EMERSON HEALTH CARE FOUNDATION 133 OLD ROAD CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 71200 FIRST PARISH OF CONCORD 20 LEXINGTON RD CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 FRIENDS FOR TOMORROW 131 WESTON ROAD LINCOLN MA 01773 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1000 FRIENDS OF MINUTEMAN NATIONAL PARK 174 LIBERTY ST CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 FRIENDS OF SLEEPY HOLLOW PO BOX 2711 PLAINFIELD NJ 07062 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 1000 HARWICH CONSERVATION TRUST PO BOX 101 SOUTH HARWICH MA 02661 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 210000 HISTORIC DEERFIELD PO BOX 321 DEERFIELD MA 01342 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 LOUISA MAY ALCOTT ASSOCIATION 3000 IVYSIDE PARK ALTOONA PA 16601 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 185000 MICROBIOME HEALTH RESEARCH INSTITUTE 406 WOBURN ST WILMINGTON MA 01887 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 125000 MIT 600 MEMORIAL DRIVE CAMBRIDGE MA 02139 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 400000 NATIONAL TRUST FOR HISTORIC PRESERVATION 1785 MASS AVE NW WASHINGTON DC 20036 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 NATIONAL TRUST LEGAL DEFENSE FUND 1785 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH ST NEW YORK NY 10011 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 NORTH BENNET STREET SCHOOL 39 NORTH BENNET STREET BOSTON MA 02113 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 PLANNED PARENTHOOD FEDERATION 1055 COMMONWEALTH AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 10000 RACHEL'S NETWORK 1200 8TH STREET NW SUITE 801 WASHINGTON DC 20036 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 RESTORE THE NORTH WOODS PO BOX 1099 CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 SARAH LAWRENCE COLLEGE 1 MEAD WAY BRONXVILLE NY 10708 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 THE FOOD PROJECT 555 DUDLEY STREET DORCHESTER MA 02125 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 2500 THOREAU FARM TRUST PO BOX 454 CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 THOREAU SOCIETY 915 WALDEN STREET CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 TOWN OF CONCORD 22 MONUMENT SQUARE CONCORD MA 01742 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 TRUSTEES OF RESERVATIONS 464 ABBOTT AVE LEOMINSTER MA 01453 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 WALDEN WOODS PROJECT 44 BAKER FARM LINCOLN MA 01773 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 100000 WAYSIDE INN 72 WAYSIDE INN ROAD SUDBURY MA 01776 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 100000 WBUR 890 COMMONWEALTH AVE 3RD FLOOR BOSTON MA 02215 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 WGBH PO BOX 200 BOSTON MA 02134 NONE PUBLIC CHARITY UNRESTRICTED CONTRIBUTION 5000 1902980 0 14 983482 18 7909631 0 8893113 0 8893113 0 0 0 0 0 0 0 0 0 0 X X 1 NEIL ANNA RASMUSSEN 393 ESTABROOK ROAD CONCORD MA 01742 4215821 X 2 NEIL ANNA RASMUSSEN 393 ESTABROOK ROAD CONCORD MA 01742 100 X 1 60722 SHARES OF SPDR GOLD ETF 6972100 2013-12-20 ACCOUNTING FEES 22750 11375 11375 BONDS 941106 1091728 EQUITIES 25309770 28906456 1473844 1520504 0 0 NET CAPITAL GAIN PROCEEDS RECEIVABLE 0 738360 TIMING DIFFERENCE 70463 BANK FEES 115 115 0 AMORTIZATION 3422 3422 0 CERT IF FEES 2158 2158 0 DEPOSITARY SERVICES FEES 950 950 0 INVESTMENT FEES 273716 273712 0 FOREIGN TAXES WITHHELD 14794 14794 0 FEDERAL TAXES 47500 0 0